Financial advisers in Coral Gables , FL

AUM: $64.2B
Per adviser: $329M
Advisers: 195

No reported disclosures

We Family Offices

Coral Gables, FL · Est. 2001

AUM: $17.8B
Per adviser: $507M
Advisers: 35

No reported disclosures

Dimension Capital Management LLC

Coral Gables, FL · Est. 1997

AUM: $7.3B
Per adviser: $729M
Advisers: 10

No reported disclosures

Trivest Investment Advisors, LLC

Coral Gables, FL · Est. 2012

Regional

AUM: $6.0B
Per adviser: $82M
Advisers: 73

No reported disclosures

Archpoint Investors

Coral Gables, FL · Est. 2009

Regional

AUM: $4.1B
Per adviser: $827M
Advisers: 5

No reported disclosures

Evensky & Katz/Foldes Wealth Management

Coral Gables, FL · Est. 2001

Regional

AUM: $3.2B
Per adviser: $802M
Advisers: 4

No reported disclosures

Mas Advisors LLC

Coral Gables, FL · Est. 2013

AUM: $2.6B
Per adviser: $284M
Advisers: 9

No reported disclosures

Tallvine Partners Management LP

Coral Gables, FL · Est. 2024

AUM: $1.4B
Per adviser: $118M
Advisers: 12

No reported disclosures

Seaview Investment Managers LLC

Coral Gables, FL · Est. 2019

AUM: $1.4B
Per adviser: $152M
Advisers: 9

No reported disclosures

Finback Investment Partners

Coral Gables, FL · Est. 2021

AUM: $1.2B
Per adviser: $239M
Advisers: 5

No reported disclosures

Storge

Coral Gables, FL · Est. 2019

AUM: $867M
Per adviser: $289M
Advisers: 3

No reported disclosures

Amerant Investments, INC.

Coral Gables, FL · Est. 2002

AUM: $782M
Per adviser: $36M
Advisers: 22

Invex Advisors LLC

Coral Gables, FL · Est. 2016

AUM: $759M
Per adviser: $127M
Advisers: 6

No reported disclosures

Bayshore Wealth Advisors

Coral Gables, FL · Est. 2007

AUM: $740M
Per adviser: $247M
Advisers: 3

No reported disclosures

Aston Capital Management

Coral Gables, FL · Est. 2018

AUM: $712M
Per adviser: $237M
Advisers: 3

No reported disclosures

Maximai Investment Partners, LLC

Coral Gables, FL · Est. 2016

AUM: $696M
Per adviser: $139M
Advisers: 5

No reported disclosures

Alti Wealth Management (US International), INC.

Coral Gables, FL · Est. 2009

AUM: $691M
Per adviser: $173M
Advisers: 4

No reported disclosures

Driftwood Advisors, LLC

Coral Gables, FL · Est. 2020

AUM: $569M
Per adviser: $28M
Advisers: 20

No reported disclosures

Br Capital

Coral Gables, FL · Est. 2020

AUM: $568M
Per adviser: $284M
Advisers: 2

No reported disclosures

Ceeto Capital Group, LLC

Coral Gables, FL · Est. 2017

AUM: $531M
Per adviser: $133M
Advisers: 4

No reported disclosures

Meridiana

Coral Gables, FL · Est. 2019

AUM: $442M
Per adviser: $147M
Advisers: 3

No reported disclosures

Kirtland Financial Management, INC.

Coral Gables, FL · Est. 2004

AUM: $396M
Per adviser: $396M
Advisers: 1

No reported disclosures

Pinvest

Coral Gables, FL · Est. 2024

AUM: $377M
Per adviser: $189M
Advisers: 2

No reported disclosures

Invenio Wealth Partners, LLC

Coral Gables, FL · Est. 2022

AUM: $364M
Per adviser: $182M
Advisers: 2

No reported disclosures

Premia Global Advisors, LLC

Coral Gables, FL · Est. 2016

AUM: $341M
Per adviser: $114M
Advisers: 3

No reported disclosures

Meira Wealth

Coral Gables, FL · Est. 1999

AUM: $318M
Per adviser: $64M
Advisers: 5

No reported disclosures

Azzendo Wealth Advisors

Coral Gables, FL · Est. 2017

AUM: $300M
Per adviser: $60M
Advisers: 5

No reported disclosures

Matters Capital LLC

Coral Gables, FL · Est. 2025

AUM: $297M
Per adviser: $148M
Advisers: 2

No reported disclosures

Innova Advisors

Coral Gables, FL · Est. 2022

AUM: $265M
Per adviser: $132M
Advisers: 2

No reported disclosures

Loyola Asset Management LLC

Coral Gables, FL · Est. 2013

AUM: $240M
Per adviser: $80M
Advisers: 3

No reported disclosures

Millares Asset Management, LLC

Coral Gables, FL · Est. 2015

AUM: $236M
Per adviser: $79M
Advisers: 3

No reported disclosures

Mbf Healthcare Management II, LLC

Coral Gables, FL · Est. 2016

AUM: $235M
Per adviser: $39M
Advisers: 6

No reported disclosures

Angelus Investment Consulting, INC.

Coral Gables, FL · Est. 2024

AUM: $226M
Per adviser: $113M
Advisers: 2

No reported disclosures

Dragus Capital, LLC

Coral Gables, FL · Est. 2011

AUM: $226M
Per adviser: $113M
Advisers: 2

No reported disclosures

Lynx Advisory Partners

Coral Gables, FL · Est. 2023

AUM: $221M
Per adviser: $37M
Advisers: 6

No reported disclosures

Atlantic Family Wealth, LLC

Coral Gables, FL · Est. 2022

AUM: $210M
Per adviser: $210M
Advisers: 1

No reported disclosures

Sunstate Wealth Management LLC

Coral Gables, FL · Est. 2021

AUM: $210M
Per adviser: $70M
Advisers: 3

No reported disclosures

Shellman Investment Management, LLC

Coral Gables, FL · Est. 2022

AUM: $210M
Per adviser: $70M
Advisers: 3

No reported disclosures

Bradesco Global Advisors

Coral Gables, FL · Est. 2022

AUM: $182M
Per adviser: $17M
Advisers: 11

No reported disclosures

Balanz

Coral Gables, FL · Est. 2022

AUM: $153M
Per adviser: $38M
Advisers: 4

No reported disclosures

Accumulator Operations LLC

Coral Gables, FL · Est. 2026

AUM: $148M
Per adviser: $19M
Advisers: 8

No reported disclosures

Entelevest, LLC

Coral Gables, FL · Est. 2025

AUM: $147M
Per adviser: $74M
Advisers: 2

No reported disclosures

Advantage Investing, INC.

Coral Gables, FL · Est. 2024

AUM: $139M
Per adviser: $69M
Advisers: 2

No reported disclosures

Portfolio Resources Advisor Group, INC.

Coral Gables, FL · Est. 2017

AUM: $122M
Per adviser: $8M
Advisers: 15

No reported disclosures

Futura Asset Advisors LLC

Coral Gables, FL · Est. 2015

AUM: $115M
Per adviser: $115M
Advisers: 1

No reported disclosures

Axxes Advisors I LLC

Coral Gables, FL · Est. 2024

AUM: $7M
Per adviser: $7M
Advisers: 1

No reported disclosures

Invex Next, LLC

Coral Gables, FL · Est. 2023

AUM: $3M
Per adviser: $505,333.333
Advisers: 6

No reported disclosures

Axxes Advisors LLC

Coral Gables, FL · Est. 2022

AUM: $100,000
Per adviser: $100,000
Advisers: 1

No reported disclosures

Seminario Asset Management LLC

Coral Gables, FL · Est. 2026